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on the defense companies feeling the hate from the obama administration on the timing of potential job cuts. wait until you hear the details of what's happening now. >>> up next, what will move your money first thing tomorrow morning? three of wall street's top money pros here tell you what they're watching, on the other side of this break. stay with us. ♪ [ man ] when i'm in my zone... every move i make is a statement... ♪ ...that inspires me to make my mark. ♪ [ male announcer ] the all-new lexus es 350. ♪ >>> all right, welcome back, 30 seconds on the clock, our next guest telling us what they think will move the markets tomorrow morning. we get right to it right now. ubs, steven nicholas, and good to have you on the program, everybody. let's kick it off with you, what are you looking at tomorrow? 30 seconds on the clock. >> well, if you're watching emerging markets, look out for brazil industrial production tomorrow morning at 8:00 a.m. probably mark the 12th straight month of contracting ip, going back to last september. this probably is most importantly for growth but also let's kee
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